Marketing Content Automation for Investment Companies
Automate your data-heavy, templated documents to save time and minimize risk.
- Fund FactSheets
- Strategy FactSheets
- Performance Grids
- Data Aggregation
- Marketing Workflow
- Product Guides
- Attribution Reports
- Enrollment Kits
- Board Books
- & more!
Go-to-market faster with compliant marketing content
Improve speed-to-market — Get your content updated and distributed fast
Imagine publishing 1,500 documents in just 10 business days, plus a full website refresh, with only three staff. That’s exactly what one of our clients does using our automation system. Many of our clients cut their overall production time by 50% and get their communications out in record time.
Improve data accuracy and reduce regulatory risk
The key to achieving time-to-market goals is data velocity. And that’s why our clients love us, because automating investment data management processes is our specialty. Our platform helps you collect data from every source, in any format into a centralized database. We validate, transform, and calculate the data and store it in one clean, central database for marketing use. Your whole team can rest assured that regulatory standards are met and DATA is reliably sourced and accurate.
Streamline your workflow
We streamline some of the most complex workflows imaginable, enabling global marketing and sales teams to get more work done with amazing results. Our automation software is very flexible, meaning it will wrap seamlessly around your designs, content, DATA, and communication plan to meet your exact needs. No need to adapt your team’s process to us — we will adapt to you.
Centralize and share your data and content
Centralize your key marketing assets in one place to generate compliant documents, web content,and emails. Store your images, copy, disclosures, art files, templates, and data feeds and leverage them to created automated content with accurate and consistent data across your communication mediums. For example, when you make a change to a disclosure saved in our platform, it is automatically updated everywhere it appears – on fact sheets, websites, commentaries, etc. The system keeps a full audit trail of all changes and approvals so you can go back and see who make what change and when, should you ever need to know.